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1363 results found

  1. Ability to post to individual projects from journals.

    11 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  2. As some workpapers do not change from period to period and would keep the account breakdown of accounts

    9 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  3. We should be able to import tax depreciation calculated in blue Xero into Xero Tax.

    12 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  4. Being able to style pdf versions of Taxation Returns like you can with Financial Statements in Xero (i.e., custom watermarks, print with/without branding etc.)

    15 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. We use client codes for all our clients. There is an option to input this into the client record, but it would be good to be able to see that on the screen and sort by it, rather than just alphabetical list of clients.

    18 votes

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     ·  6 comments  ·  Xero HQ  ·  Admin →
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  6. Consider a warning message when changing the COA type saying that ' Report Code is assigned to this account and it will disappear from current view and you will have to code it again'

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  7. It is not really Xero HQ, it is in MyXero dashboard and in subscriptions where you can input a client code. This is the code that then shows on the CSV file attached to the monthly Xero bill for client subscriptions. At the moment this client code can only be input manually. We really need the ability to export client subscription list and re-import with a client code so that it would make allocating client Xero files for billing easier each month. At the moment this is a manual task that can only be done by someone that knows which…

    11 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  8. When uploading a set of annual accounts to Xero Sign, the only option available is to add a signature field.

    For company and trust annual accounts, we typically also include a minute and sometimes other resolutions (created from a Xero report pack). It would be great to able to insert a date field in the minute, like you can with other e-signing platforms.

    The current workaround is to use another e-signing service to send the annual accounts, and use Xero Sign for the tax returns - which adds confusion for our clients and we're often having to chase them up…

    12 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  9. If you have your firm time billing set to round up then all of the reports - even actual time reports, report the rounded hours and not the actual minutes worked. This is really inaccurate and makes it really difficult for me to get a good gauge on employee billing and performance. Please look at amending any reports using a rounded time figure that should be actual time.

    In addition and also critical to this issue XPM timesheets for payroll but I am also pretty certain that if you are using XPM timesheets for your payroll it pulls/exports the rounded…

    3 votes

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  10. Additional WIP filter functions.

    Extract a WIP report base on value i.e. > $1,000, 90 days etc.

    1 vote

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  11. Similar to Xero Receipt Scanner, but just for timesheets

    A functionality (app) that can scan a manual handwritten timesheet from a notebook and enter the time spent into XPM timesheet, for people who prefer manually writing timesheets in a notebook.

    2 votes

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  12. As we have in XPM for unsigned documents, can we please have automated reminders for unsigned document packs?

    30 votes

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    7 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

  13. Have come across Xero "feature" of auto filling the account code on a bill, however the code Xero put in had nothing to do with the expense and never has been. The ability to switch this feature off so clients have to actually look for the correct code would be beneficial.

    4 votes

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    Hey Lyn, thanks for suggesting this idea!


    Xero will use your defaults accounts for a supplier or the inventory item to assign a pre-selected account code to the bill you've created. You can read a bit more about that here.


    Just to clarify, is this the feature you're referring to? If so, it's possible to disable this by not entering in defaults for the items or contacts in question 😊

  14. It would be great to have an option to prepare a CT600 only: We prepare a number of accounts for friendly societies so don't file accounts for them, but we do need to file CT600s for them.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. Change default pay item for ordinary hours to be reportable at W1.
    Currently, the ordinary hours pay item is not ticked for 'reportable as W1 on Activity Statement'
    Clients doing their own payroll or brand new Xero account setup may overlook this and all figures populated for BAS/IAS will be incorrect.

    17 votes

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  16. Previously it will show the Net GST amount without finalised or filed. However, now it require to do it in order to display. Would suggest to always display the amount for our summary, instead click into detail page.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  17. I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  18. Reporting - it would be helpful if it was possible to draw supplier bills that have been assigned to a customer with the relevant customer invoice to compare raw figures of income against cost of sales. At the moment this is not possible. My CEO regularly asks for the info between COS and invoice amount. I am currently trawling through 50 invoices over a 2 month period for one supplier.

    2 votes

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  19. A client user console with the ability for that user to log in and see queries on multiple entities rather than have to click on every email. eg. particularly useful when asking queries to a bookkeeper or financial planner on multiple different clients so that they can track all their queries in one location.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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